PE-Policy Servicing

Job Summary

Join our dynamic team as a Policy Servicing Executive where you will play a crucial role in managing policy changes and endorsements. With a hybrid work model and rotational shifts this entry-level position offers a unique opportunity to develop your skills in a supportive environment. Utilize your expertise in MS Office to ensure efficient policy servicing and contribute to our companys mission of delivering exceptional service.

Responsibilities

• Assist in processing policy changes and endorsements efficiently to ensure client satisfaction.
• Utilize MS Office tools to maintain accurate records and documentation of policy changes.
• Collaborate with team members to address client inquiries and provide timely resolutions.
• Ensure compliance with company policies and industry regulations in all servicing activities.
• Participate in training sessions to enhance knowledge of policy servicing processes and tools.
• Contribute to process improvement initiatives to enhance service delivery and efficiency.
• Support the team in achieving departmental goals and objectives through effective collaboration.
• Communicate effectively with clients and stakeholders to provide updates on policy changes.
• Analyze client requests to determine appropriate actions and ensure accurate processing.
• Maintain confidentiality and security of client information in all interactions.
• Adapt to rotational shifts to provide consistent support and service to clients.
• Engage in continuous learning to stay updated with industry trends and best practices.
• Provide feedback to management on potential improvements in policy servicing procedures.

Qualifications

• Demonstrate proficiency in MS Office applications to manage policy documentation effectively.
• Exhibit strong communication skills to interact with clients and team members.
• Show attention to detail to ensure accuracy in processing policy changes.
• Possess problem-solving abilities to address client inquiries and issues.
• Display a willingness to learn and adapt to new processes and technologies.
• Have a basic understanding of changes and endorsements in policy servicing.

Certifications Required

Microsoft Office Specialist Certification